Latest Institutional Transactions on Ishares Msci Acwi ETF (ACWI)
This table provides information on the latest institutional transactions involving Ishares Msci Acwi ETF (ACWI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.09% |
$146K - $154K
|
12.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.68KNew |
$431K - $453K
|
3.68K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13.2KNew |
$1.54M - $1.62M
|
13.2K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-700K- 23.8% |
$81.9M - $86.1M
|
2.24M
$305M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-43- 0.97% |
$5.03K - $5.29K
|
4.38K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.32K- 8.56% |
$154K - $162K
|
14.1K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
4.33KNew |
$506K - $532K
|
4.33K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.79KNew |
$209K - $220K
|
1.79K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.27KNew |
$968K - $1.02M
|
8.27K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.83% |
$819 - $861
|
850
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8New |
$936 - $984
|
8
$1.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 139.51% |
$279K - $294K
|
4.1K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
67.9KNew |
$7.94M - $8.35M
|
67.9K
$9.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 3.18% |
$136K - $143K
|
37.8K
$5.16M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-255- 11.31% |
$29.8K - $31.4K
|
2K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
128+ 2.17% |
$15K - $15.7K
|
6.02K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-63- 2.6% |
$7.37K - $7.75K
|
2.36K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-100- 2.26% |
$11.7K - $12.3K
|
4.32K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9.19KNew |
$1.08M - $1.13M
|
9.19K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.54K+ 47.99% |
$414K - $436K
|
10.9K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
339New |
$39.7K - $41.7K
|
339
$46.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
703New |
$82.3K - $86.5K
|
703
$95.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.74% |
$585 - $615
|
682
$93K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.17K - $1.23K
|
10
$1.36K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
680+ 17.29% |
$72.9K - $81.5K
|
4.61K
$629K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 1.13% |
$643 - $719
|
527
$71.9K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.21K- 57.08% |
$452K - $505K
|
3.17K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 4.05% |
$1.07K - $1.2K
|
257
$35K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 59.6% |
$265K - $296K
|
1.68K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
94.9KNew |
$10.2M - $11.4M
|
94.9K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.69KNew |
$289K - $323K
|
2.69K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.06K- 33.03% |
$114K - $128K
|
2.16K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
960New |
$103K - $115K
|
960
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.8KNew |
$7.6M - $8.49M
|
70.8K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4KNew |
$429K - $479K
|
4K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-695K- 54.02% |
$74.5M - $83.3M
|
592K
$80.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
4.8KNew |
$515K - $575K
|
4.8K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
260New |
$27.9K - $31.2K
|
260
$35.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.35KNew |
$252K - $282K
|
2.35K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
316K+ 842.88% |
$33.9M - $37.9M
|
354K
$48.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
57+ 190.0% |
$6.11K - $6.83K
|
87
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
257New |
$27.6K - $30.8K
|
257
$35K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
300+ 15.79% |
$32.2K - $36K
|
2.2K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1+ 0.94% |
$107 - $120
|
107
$14.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.97K- 90.29% |
$533K - $595K
|
534
$72.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-58- 98.31% |
$6.22K - $6.95K
|
1
$136
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
562New |
$60.3K - $67.4K
|
562
$76.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-3.6K- 22.16% |
$386K - $432K
|
12.7K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.08KNew |
$116K - $129K
|
1.08K
$147K
|
|